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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Shares of Veeva Systems surged after the company posted strong second-quarter results. A major catalyst...
— Delaware Management Company (now part of Nomura Asset Management)
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Other investors who've written on Veeva Systems Inc.
Veeva provides specialised cloud-based software designed specifically for the pharmaceutical and life sciences industries.
Veeva Systems has traded down alongside the broader application software space despite showing outstanding financial performance and maintaining a massive cash cushion. Its vertical-specific software...
More institutional theses from Nomura Large Cap Growth Fund
GE Aerospace ($GE) designs and manufactures commercial and military aircraft engines, components, and integrated avionic systems. The manager maintains...
Meta Platforms Inc. ($META) operates global social networking applications and digital advertising networks, including Facebook, Instagram, and WhatsApp. The manager maintained...
Vulcan Materials Co. ($VMC) is a leading domestic producer of construction aggregates, including crushed stone, sand, and gravel, alongside asphalt and ready-mixed concrete. The manager remains...